Civic Intelligence

Barton Academy Foundation

EIN 46-0858069 • 501(c)3 • Mobile, AL

Profile

To assist the mobile county public school system in the preservation and restoration of barton academy and the surrounding campus, and to encourage the continued use as a facility dedicated to its historic educational mission.

PO Box 571Mobile, AL 36601

www.bartonacademy.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.27x

Higher debt load relative to assets than 59% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

17.16x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

34th percentile

0.6%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

2nd percentile

-74%

Faster revenue growth than 2% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$11,340,753

Up $36,387 (+0.3%) from 2023

Liabilities

Up

$3,043,123

Up $486,758 (+19%) from 2023

Net Assets

Down

$8,297,630

Down $450,371 (-5.1%) from 2023

Operations
Liabilities / Revenue98th percentileNet Margin86th percentile

Revenue

Up

$177,340

Up $5,617 (+3.3%) from 2023

Expenses

Up

$105,330

Up $13,762 (+15%) from 2023

Net Income

Down

$72,010

Down $8,145 (-10%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2012: $28Liabilities 2012: $02012Assets 2013: $4,878Liabilities 2013: $0Net Assets 2013: $4,8782013Assets 2014: $315,050Liabilities 2014: $3,953Net Assets 2014: $311,0972014Assets 2015: $341,345Liabilities 2015: $0Net Assets 2015: $341,3452015Assets 2016: $1,007,705Liabilities 2016: $0Net Assets 2016: $1,007,7052016Assets 2017: $990,040Liabilities 2017: $0Net Assets 2017: $990,0402017Assets 2018: $2,068,875Liabilities 2018: $0Net Assets 2018: $2,068,8752018Assets 2019: $3,340,416Liabilities 2019: $316,465Net Assets 2019: $3,023,9512019Assets 2020: $10,202,968Liabilities 2020: $3,080,447Net Assets 2020: $7,122,5212020Assets 2021: $9,655,267Liabilities 2021: $2,879,509Net Assets 2021: $6,775,7582021Assets 2022: $11,202,408Liabilities 2022: $1,604,349Net Assets 2022: $9,598,0592022Assets 2023: $11,304,366Liabilities 2023: $2,556,365Net Assets 2023: $8,748,0012023Assets 2024: $11,340,753Liabilities 2024: $3,043,123Net Assets 2024: $8,297,6302024

Highlighted filing

2024

Assets$11,340,753
Liabilities$3,043,123
Net Assets$8,297,630
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $100Expenses 2012: $72Net Income 2012: $282012Revenue 2013: $5,792Expenses 2013: $942Net Income 2013: $4,8502013Revenue 2014: $330,267Expenses 2014: $24,252Net Income 2014: $306,0152014Revenue 2015: $59,810Expenses 2015: $29,562Net Income 2015: $30,2482015Revenue 2016: $833,664Expenses 2016: $167,304Net Income 2016: $666,3602016Revenue 2017: $51,165Expenses 2017: $68,829Net Income 2017: -$17,6642017Revenue 2018: $1,177,981Expenses 2018: $99,147Net Income 2018: $1,078,8342018Revenue 2019: $985,083Expenses 2019: $1,854Net Income 2019: $983,2292019Revenue 2020: $4,047,695Expenses 2020: $242,030Net Income 2020: $3,805,6652020Revenue 2021: $240,217Expenses 2021: $586,980Net Income 2021: -$346,7632021Revenue 2022: $2,564,221Expenses 2022: $416,920Net Income 2022: $2,147,3012022Revenue 2023: $171,723Expenses 2023: $91,568Net Income 2023: $80,1552023Revenue 2024: $177,340Expenses 2024: $105,330Net Income 2024: $72,0102024

Highlighted filing

2024

Revenue$177,340
Expenses$105,330
Net Income$72,010
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$11,340,753
Liabilities
$3,043,123
Net assets
$8,297,630
Revenue
$177,340
Expenses
$105,330
Net income
$72,010
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$3.04$8.30$0.18$0.11$0.07
2023Detailed filing. Detailed filing data is available for this year.$11.3$2.56$8.75$0.17$0.09$0.08
2022Detailed filing. Detailed filing data is available for this year.$11.2$1.60$9.60$2.56$0.42$2.15
2021Detailed filing. Detailed filing data is available for this year.$9.66$2.88$6.78$0.24$0.59$0.35
2020Detailed filing. Detailed filing data is available for this year.$10.2$3.08$7.12$4.05$0.24$3.81
2019Detailed filing. Detailed filing data is available for this year.$3.34$0.32$3.02$0.99$0.00$0.98
2018Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$1.18$0.10$1.08
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.05$0.07$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.83$0.17$0.67
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.06$0.03$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.31$0.33$0.02$0.31
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$177,340
Mission and Program Overview

Mission

Barton Academy Restoration

To assist the mobile county public school system in the preservation and restoration of barton academy and the surrounding campus, and to encourage the continued use as a facility dedicated to its historic educational mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$8,947,900$8,947,900→ $0
Cash and Non-Interest-Bearing Accounts$1,888,800$2,138,591▲ $249,791
Accounts Receivable$435,000$230,654▼ $204,346
Investments Other Securities$17,016$17,632▲ $616
Pledges and Grants Receivable$1,493--
Total Assets$11,304,366$11,340,753▲ $36,387
Other Assets Total$14,157$5,976▼ $8,181
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,590,102$1,590,102→ $0
Other Liabilities$931,810$1,451,371▲ $519,561
Accounts Payable and Accrued Expenses$34,453$1,650▼ $32,803
Total Liabilities$2,556,365$3,043,123▲ $486,758
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,630,354$4,173,473▼ $456,881
Net Assets With Donor Restrictions$4,117,647$4,124,157▲ $6,510
Total Net Assets Fund Balance$8,748,001$8,297,630▼ $450,371
Total Liabilities and Net Assets / Fund Balance$11,304,366$11,340,753▲ $36,387
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Elizabeth P StevensPresident
John S Rutherford JrFirst Vice-president
Stephen CarterSecond Vice-president
Chresal D ThreadgillBoard Member
Dr Carolyn Lee TaylorBoard Member
Geri MoultonBoard Member
Irvin GrodskyBoard Member
Jaime BetgezeBoard Member
John D PeeblesBoard Member
Karen Outlaw AtchisonBoard Member
Martha PeekBoard Member
R Allan GustinSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,510
Program Service Revenue
$0
Investment Income
$170,826
Other Revenue
$4
All Other Contributions
$6,510
Change in Net Assets
$72,010

Audited Revenue Reconciliation

Revenue per Audited Statements
$177,340
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,548
Total Revenue per Audited Statements
$178,888
Total Revenue per Form 990
$177,340
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$105,330
Total Fundraising Expense$708
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance$23,222--$23,222
Fees for Services Accounting-$18,830-$18,830
Interest$18,288--$18,288
Fees for Services Legal$17,400--$17,400
Travel$2,285--$2,285
Office Expenses-$608-$608
Other Expenses$500$22,317$708$500
Conferences and Meetings-$72-$72
Total Functional Expenses$62,795$41,827$708$105,330

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$629,259
Expenses Not Reported on Form 990$523,929
Expenses per Audited Statements$105,330
Total Expenses per Form 990$105,330
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Pass-through Loss on Investment in Lower-tier Partnerships$1,451,371
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Board members review at board meeting with subsequent approval”

Form 990, Part VI, Section B, Line 12C

“Review and updates at board meetings”

Form 990, Part VI, Section C, Line 19

“Upon request, governing documents, conflict of interest policy and financial statements will be made available.”

Filing and Contact Details

Filer

Filer Name
Barton Academy Foundation
EIN
46-0858069
Phone
2514348498
Address
PO BOX 571, MOBILE, AL 36601

Signing Officer

Name
Schley Rutherford
Title
President
Phone
2514348498
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Schley Rutherford
Formed
2013
Legal Domicile
Al
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Novogradac & Company Llp
Address
8000 MARYLAND AVE SUITE 550, CLAYTON, MO 63105
Preparer
Thomas a Boman
Phone
3146213471
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Changes in net assets of entities consolidated for gaap purposes -522,381.”

FORM 990, PART XII, LINE 2C:

“As in past years, the executive committee assumes responsibility for oversight of the audit of financial statements and selection of an independent accountant”

Financial Statement Notes

PART X, LINE 2:

“Barton academy foundation is a not-for-profit organization exempt from income taxes under section 501(c)(3) of the internal revenue code (irs), and similar provisions of alabama law. As such, the foundation is not taxed on income derived from its exempt functions. However, the foundation is subject to tax on unrelated business income, which is generated from the foundations investment income and other activities not related to their stated exempt purposes. The foundation had no significant deferred income tax assets or liabilities as of december 31, 2024. The foundation has evaluated its tax positions for all open tax years. Currently, the tax years open and subject to examination by the internal revenue service are the 2020, 2021, 2022, and 2023 tax years. However, the foundation is not currently under audit nor has the foundation been contacted by any jurisdiction. Based on the evaluation of the foundation's tax positions, management believes all tax positions taken would be upheld under examination. Therefore, no provision for the effects of uncertain tax positions have been recorded for the fiscal year ended december 31, 2024.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Income and gain from entities consolidated for gaap purposes”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Expenses and loss from entities consolidated for gaap purposes”

Raw XML AppendixShowing 400 of 471 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt034453
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01650
IRS990/AccountsReceivableGrp/BOYAmt0435000
IRS990/AccountsReceivableGrp/EOYAmt0230654
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ASSIST THE MOBILE COUNTY PUBLIC SCHOOL SYSTEM IN THE PRESERVATION AND RESTORATION OF BARTON ACADEMY AND THE SURROUNDING CAMPUS, AND TO ENCOURAGE THE CONTINUED USE AS A FACILITY DEDICATED TO ITS HISTORIC EDUCATIONAL MISSION.
IRS990/AllOtherContributionsAmt06510
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SCHLEY RUTHERFORD
IRS990/BooksInCareOfDetail/PhoneNum02514348498
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 571
IRS990/BooksInCareOfDetail/USAddress/CityNm0MOBILE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd036601
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01888800
IRS990/CashNonInterestBearingGrp/EOYAmt02138591
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt072
IRS990/ConferencesMeetingsGrp/TotalAmt072
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt06510
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0170826
IRS990/CYOtherExpensesAmt0105330
IRS990/CYOtherRevenueAmt04
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt072010
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0105330
IRS990/CYTotalFundraisingExpenseAmt0708
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0177340
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0DIRECT EXPENSE RELATED TO THE RESTORATION AND ADMINISTRATION OF THE FUNDS AVAILABLE FOR BARTON ACADEMY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt04117647
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt04124157
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt062795
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt018830
IRS990/FeesForServicesAccountingGrp/TotalAmt018830
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt017400
IRS990/FeesForServicesLegalGrp/TotalAmt017400
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0JAIME BETGEZE
IRS990/Form990PartVIISectionAGrp/PersonNm1R ALLAN GUSTIN
IRS990/Form990PartVIISectionAGrp/PersonNm2KAREN OUTLAW ATCHISON
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN S RUTHERFORD JR
IRS990/Form990PartVIISectionAGrp/PersonNm4MARTHA PEEK
IRS990/Form990PartVIISectionAGrp/PersonNm5ELIZABETH P STEVENS
IRS990/Form990PartVIISectionAGrp/PersonNm6DR CAROLYN LEE TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm7IRVIN GRODSKY
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN D PEEBLES
IRS990/Form990PartVIISectionAGrp/PersonNm9GERI MOULTON
IRS990/Form990PartVIISectionAGrp/PersonNm10STEPHEN CARTER
IRS990/Form990PartVIISectionAGrp/PersonNm11CHRESAL D THREADGILL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3FIRST VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECOND VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0177340
IRS990/GrossRentsGrp/RealAmt04
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt023222
IRS990/InsuranceGrp/TotalAmt023222
IRS990/InterestGrp/ProgramServicesAmt018288
IRS990/InterestGrp/TotalAmt018288
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0170826
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0170826
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt017016
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt017632
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ASSIST THE MOBILE COUNTY PUBLIC SCHOOL SYSTEM IN THE PRESERVATION AND RESTORATION OF BARTON ACADEMY AND THE SURROUNDING CAMPUS, AND TO ENCOURAGE THE CONTINUED USE AS A FACILITY DEDICATED TO ITS HISTORIC EDUCATIONAL MISSION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01590102
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01590102
IRS990/NetAssetsOrFundBalancesBOYAmt08748001
IRS990/NetAssetsOrFundBalancesEOYAmt08297630
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt04
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt04
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04630354
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04173473
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0608
IRS990/OfficeExpensesGrp/TotalAmt0608
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt014157
IRS990/OtherAssetsTotalGrp/EOYAmt05976
IRS990/OtherChangesInNetAssetsAmt0-522381
IRS990/OtherExpensesGrp/Desc0CONSULTANTS
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2FUNDRAISING
IRS990/OtherExpensesGrp/Desc3BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt0708
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt022317
IRS990/OtherExpensesGrp/ProgramServicesAmt01100
IRS990/OtherExpensesGrp/ProgramServicesAmt1500
IRS990/OtherExpensesGrp/TotalAmt022317
IRS990/OtherExpensesGrp/TotalAmt11100
IRS990/OtherExpensesGrp/TotalAmt2708
IRS990/OtherExpensesGrp/TotalAmt3500
IRS990/OtherLiabilitiesGrp/BOYAmt0931810
IRS990/OtherLiabilitiesGrp/EOYAmt01451371
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt08947900
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt08947900
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01493
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SCHLEY RUTHERFORD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05032
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0166690
IRS990/PYOtherExpensesAmt091568
IRS990/PYOtherRevenueAmt01
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt080155
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt091568
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0171723
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt072010
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt04
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05032
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08518
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt076704
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03911202
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04007866
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0170826
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0166690
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0158722
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0163513
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0136493
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0796244
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83430
IRS990ScheduleA/PublicSupportPY170Pct00.88580
IRS990ScheduleA/PublicSupportTotal170Amt04007866
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06410
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05032
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08518
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt076704
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03911202
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04007866
IRS990ScheduleA/TotalSupportAmt04804110
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt0523929
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0105330
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt0523929
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01451371
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PASS-THROUGH LOSS ON INVESTMENT IN LOWER-TIER PARTNERSHIPS
IRS990ScheduleD/OtherRevenueAmt01548
IRS990ScheduleD/RevenueNotReportedAmt01548
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0177340
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0BARTON ACADEMY FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRS), AND SIMILAR PROVISIONS OF ALABAMA LAW. AS SUCH, THE FOUNDATION IS NOT TAXED ON INCOME DERIVED FROM ITS EXEMPT FUNCTIONS. HOWEVER, THE FOUNDATION IS SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, WHICH IS GENERATED FROM THE FOUNDATIONS INVESTMENT INCOME AND OTHER ACTIVITIES NOT RELATED TO THEIR STATED EXEMPT PURPOSES. THE FOUNDATION HAD NO SIGNIFICANT DEFERRED INCOME TAX ASSETS OR LIABILITIES AS OF DECEMBER 31, 2024. THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS FOR ALL OPEN TAX YEARS. CURRENTLY, THE TAX YEARS OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE ARE THE 2020, 2021, 2022, AND 2023 TAX YEARS. HOWEVER, THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE FOUNDATION BEEN CONTACTED BY ANY JURISDICTION. BASED ON THE EVALUATION OF THE FOUNDATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL TAX POSITIONS TAKEN WOULD BE UPHELD UNDER EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAVE BEEN RECORDED FOR THE FISCAL YEAR ENDED DECEMBER 31, 2024.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INCOME AND GAIN FROM ENTITIES CONSOLIDATED FOR GAAP PURPOSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2EXPENSES AND LOSS FROM ENTITIES CONSOLIDATED FOR GAAP PURPOSES
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0105330
IRS990ScheduleD/TotalLiabilityAmt01451371
IRS990ScheduleD/TotalRevenuePerForm990Amt0177340
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0178888
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0629259
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS REVIEW AT BOARD MEETING WITH SUBSEQUENT APPROVAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEW AND UPDATES AT BOARD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS WILL BE MADE AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGES IN NET ASSETS OF ENTITIES CONSOLIDATED FOR GAAP PURPOSES -522,381.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AS IN PAST YEARS, THE EXECUTIVE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0BARTON ACADEMY FOUNDATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0844197052
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct01.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0REAL ESTATE MGT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0BARTON ACADEMY MANAGEMENT CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt09908526
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt0-522381
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0PO BOX 571
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0MOBILE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd036601
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt0BARTON ACADEMY MANAGEMENT CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt1BARTON ACADEMY MANAGEMENT CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0844202062
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN1844219695
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd1AL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0REAL ESTATE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt1EDUCATION
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0BARTON ACADEMY QALICB LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1BARTON ACADEMY MASTER TENANT LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0261 DAUPHIN STREET
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt1261 DAUPHIN STREET
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0MOBILE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm1MOBILE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd1AL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd036602
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd136602
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd01
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01590102
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0BARTON ACADEMY MASTER TENANT LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0E
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.